Paul Jensen is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2020, following roles at Wells Fargo Clearing and Wells Fargo Bank. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized approaches and integrated retirement plan services.

Mikayla Lowman is a CFP® and Series 65-licensed financial advisor with Creative Planning, where she has worked since 2014. She has 10 years of industry experience and is based in Overland Park, KS. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting. Its integrated services also include affiliated legal, trust, and recordkeeping businesses.

Cory Coldwell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management Inc. and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Michael Wolverton is a CFP® and CFA® affiliated with Creative Planning in Overland Park, KS. He has over 16 years of industry experience, including a long tenure at Waddell & Reed prior to joining Creative Planning. Wolverton took a four-year sabbatical before reentering the advisory field. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach centered on low-cost indexing and buy-and-hold strategies, supplemented by a range of tactical options and supported by affiliated legal, trust, and recordkeeping businesses.

Richard Enna Jr. is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Enna and Associates since 2019 and previously led R. J. Enna & Associates Financial Group from 2001 to 2019, while maintaining positions with Nylife Securities Inc. and The New York Life Insurance Company since 1995. Outside of his advisory role, Enna serves as a varsity boys soccer coach at St. James Academy and participates on the Finance Council and Investment Committee for the Archdiocese of Kansas City in Kansas. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services integrated with insurance and annuity products. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Kendall Allender is a financial advisor at Creative Planning with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Century Investment Services, Inc., Kansas State Athletics, Ken's Pizza, and Prairie Dune's Country Club. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process with an emphasis on low-cost indexing, supplemented by various strategies and a broad range of affiliated non-investment businesses.

Jennifer Mcbee is a CFA® charterholder with nine years of industry experience. She is currently an advisor at AE Wealth Management, LLC, where she has worked since 2025. Prior to joining AE Wealth Management, she spent ten years at Nuance Investments. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that integrates model portfolio solutions, discretionary asset management, financial planning, and consulting services.

David Haik is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Infinex Investments, INVEST Financial Corp, and Bankers & Investors Co. He also operates a financial services practice under the name DMH Financial Solutions in Overland Park, KS. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services, employing a range of discretionary and nondiscretionary strategies tailored to client needs.

Micah Adams is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he held roles at Stellar J Corporation, Bon Appetit, Biola University, Nekter Juice Bar, Whitworth University, and La Center School District. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers across diverse strategies, and provides integrated tax, accounting, and family office services alongside employer financial-wellness tools.

Benjamin Custer is a financial advisor with Principal Financial Services in Overland Park, KS, holding a Series 66 designation and 12 years of industry experience. He has worked at Principal Securities since 2021 and previously spent seven years at Edward Jones. Outside of his advisory role, he coaches swim classes at Genesis Fitness on a part-time basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Craig Scherzer is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds a Series 66 credential and has worked at several firms including Private Client Services and Cambridge Investment Research. Scherzer is also involved in an insurance-related business focusing on fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated tax advisory subsidiary as well as continuity mechanisms for client relationships.

Caden Wolf is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, he worked in various roles in the food service and car wash industries. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Caroline Flannagan is a financial advisor with Creative Planning, holding a Series 65 credential and beginning her advisory career in 2025. Her prior experience includes roles at Arvest Bank, UMB Bank, and various positions outside the financial industry, including work with Sky Ranch Camps and John Brown University. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Katie Stamp is a financial advisor at Creative Planning with a Series 65 credential and has been in the industry since 2025. Prior to joining Creative Planning, she worked at KPMG for six years and held positions at the University of Kansas. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by other portfolio management techniques and private market investments.

Timothy Walla is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has held various roles within the Ameritas network since 1999 and is the owner of Walla Street Wealth Management, Inc., a financial services firm. Outside of finance, he owns and manages an industrial equipment sales company, R.W. Engineering, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers managed account programs and ongoing consulting, supported by an Investment Committee and third-party partners, integrating multiple custodial and execution platforms to align portfolios with client objectives.

Andrew Metzler is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at TFB Advisors, LLC, Ameritas Advisory Services, Ameritas Investment Company, and Ameritas Life Insurance Corp. Outside of his advisory work, Metzler is involved with Brier Payne Meade Insurance and Tax Favored Benefits, Inc., where he engages in insurance sales, client support, and financial planning. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-class based strategies that blend passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Adam Finke is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Mariner. His career includes multiple roles within Mariner Wealth Advisors since 2017 and a brief tenure at Waddell & Reed. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting capabilities uncommon for a firm of its size.

Michael Di Santo is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior work history at Empower Financial Services, SmartAsset, Angi, and DST Enterprise Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jenna Gilbo is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Her prior work includes roles at Hudl, Sunlighten, and the University of Nebraska-Lincoln. She also spent four years with the Heartland Soccer Association. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market investments.

Jason Pugh is a CFP® and Series 65-registered advisor with Creative Planning, LLC, bringing one year of industry experience. Prior to joining Creative Planning, he worked in roles at Ryan Transportation, Ss&C, Pickleman's Gourmet Cafe, and the University of Kansas. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led approach with a focus on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.